424 results found
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Add a group (master) portfolio allocation function allowing me to allocate my portfolio to several strategies and track as one.
I would like to have a master portfolio that can track several seperate portfolios, with different strategies, as one.
4 votes -
Add to Portfolio from Apple iPad
Under the iPad/ Iphone app be able to add and remove stocks from your portfolio without having to go onto the program on my home computer.
4 votes -
Annualized Percent Gain for each stock
Portfolios for each individual stocks, add a cloumn that would calculate the Annualized Percent Gain. So if you have it less than a year you can see where it might go. Greater than a year you can see if it is doing well on a yearly bases.
4 votes -
Add portfolio % gain/loss on actual money at risk
Many times a nominal portfolio of $100,000 cannot be fully invested. However, the rate of gain/loss is always calculated on $100,000. It would be great to have a report/option to show the rate of return on money that is actually invested. Removing cash is a clumsy and not totally accurate way around this. This rate of return could be based on the highest invested amount for the life of the portfolio, giving a much better total return report.
Thanks.
4 votes -
Make Portfolio Automation change with Market Timing
Once I create the Portfolio, I want VV to automatically trigger stock Buy/Sell if market condition changes. In essence my Portfolio changes should follow the same stock transactions as the Back tester. This will allow the user to automatically trigger instructions to his Broker. I would expect an alert to text with Buy/Sell activity and reason why this triggered.
4 votes -
Allow user custom fields to be displayed in a Portfolio
Right now Custom Fields cannot be added to the Portfolio Layout. Please allow that capability.
4 votes -
NEED a single page printout of my portfolio -- including %gain/loss since purchase
I need a printout of the current status of my portfolio -- including % gain or loss since investment. This should be all inclusive on one page (landscape style is OK)
4 votes -
4 votes
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In portfolio report (V V 7) if you can put calender for two dates for the reporting period
Allow user to define two dates in portfolio reporting to select performance of the portfolio
4 votes -
4 votes
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In VV7 put the max Drawdown in the portfolio report as it is in the backtest Report
In VV7 put the Max Drawdown in the portfolio report as it is in the backtest Report
4 votes -
4 votes
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4 votes
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4 votes
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More Robust options for portfolio export
Allow selection of more portfolio fields when exporting a portfolio to excel. System only allows export of company name and symbol when doing this:
right click(in portfolio holdings)>>Export to .csv>>All Rows
3 votes -
receive email alerts on some but not all portfolios that have the genius turned on
I would like to receive email alerts on some portfolios that have the genius turned on but not on all of them. Right now we receive email notifications on all portfolios that have the genius turned on. Would be nice to differentiate which portfolios we want to have notifications and which ones we do not. The latter would be portfolios that we are just following but not trading.
3 votes -
Enter dividends and other transactions into Portfolio without turning off genius
Enter dividends and other entries to the transaction log in "reports" in Portfolio without having to turn off the genius. You might forget to turn the genius back on. It's just an cumbersome step, especially if you have multiple portfolios and have to regularly enter dividends (or other entries). It requires you to always turn the genius off and on again.
3 votes -
Add ProfitLocker as a Graph Parameter
Right now there is no way to know when you are nearing your ProfitLocker stop. It's not graphed out on a graph, nor is it available as just a parameter dollar value. A graphed indicator within a stock's graph would be best, but a single ProfitLocker stop value in the Graph Control Panel would be better than nothing.
Right now we fly blind with ProfitLocker, until it hits us upside the head with an sell alert out of nowhere. That's no way to "monitor" your stops. And $495 for Pro is too much, plus it has features that most of…
3 votes -
YTD Portfolio Performance needs to be added to the Portfolio Performance Report
YTD Portfolio Performance needs to be added to the Portfolio Performance spreadsheet. You have % Gain/Loss, ARR, CROR so why can't you add YTD Gain/Loss without opening the View Summery Report in Reports? Many people have asked for this if you look at all the requests in Portfolio. Add all us up and move request to the top of the list. You already have the info in each individual portfolio report. It has to be an easy fix.
3 votes -
Profit Locker Email Alert Improvement
When a Profit Locker Stop is triggered and an email alert send to the user, it would be very helpful (and save calls to support) if the ACTUAL stop percentage used to trigger the sell were included in the email. e.g. If a 10% loss target had been tightened to, say, 6% it is not at all clear why the stop was triggered.
This can be seen with Profit Locker Pro but for those who do not have the Pro version this would be very helpful.
3 votes
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